Joseph Andrew Logsdon

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → 08/2021
  Lpl Financial Llc
  Mckinney, TX
• 08/2021 → Present
  Raymond James Financial Services
  Lewisville, TX
• 08/2021 → Present
  Raymond James Financial Services Advisors
  Lewisville, TX

Previous Registrations

• 2005-04-19 → 2021-10-12
  Lpl Financial Llc
  Dallas, TX
  Dallas, TX
  Sachse, TX
  Wylie, TX
  Mckinney, TX
  Mckinney, TX
  Dallas, TX
• 2003-11-07 → 2005-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Other Businesses

(1)Name of Business: Logsdon Wilson Wealth Advisors, LLC Address: 950 W. Bethany Dr., Suite 440, Allen, TX, 75013, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/27/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA/Support

Exams

• S66 Uniform Combined State Law Examination
  2003-11-06

Designations

• Certified Financial Planner